Williams-Sonoma, IncNYSE: WSM
Consumer Discretionary · Homefurnishing Retail
$180.05
-0.64%
Vol: 628K
Research Digest
Friday, May 1, 2026
Williams-Sonoma strong Q4 FY25 with 3.2% comp growth and Goldman upgrade to Buy
Williams-Sonoma announced strong fourth quarter and fiscal year 2025 results with Q4 comparable brand revenue of +3.2%. Record FY25 diluted EPS of $8.84 and 20.3% operating margin. Quarterly dividend increased 15%. Goldman Sachs upgraded stock to Buy from Neutral on April 13. Dormify relaunch underway with new website featuring wishlist and 3D visualizer.
Previous Market Intelligence
13 daysApr 30Williams-Sonoma announced launch of its tenth brand Dormify targeting students with dorm and compact living furniture, and declared $0.66 quarterly dividend while maintaining strong e-commerce focus.Positive▶
Williams-Sonoma launched Dormify as its tenth brand designed for students and young consumers in dormitories and compact living spaces. The company maintains strong operational momentum with Q4 EPS of $3.04 beating forecast of $2.89 (5.19% beat) and full-year record EPS of $8.84 (up 1% YoY). E-commerce drives 65%+ of sales with strong balance sheet of $1B+ cash and zero debt. FY2026 plans include 20 new stores with $275M capex. Board declared $0.66 quarterly dividend. Average analyst rating is Buy with $209.71 price target (up 16.40%).
Apr 29Williams-Sonoma reports record FY2025 EPS $8.84; launches Dormify brand and raises dividend 15%Positive▶
Williams-Sonoma announced record FY2025 diluted EPS $8.84 with Q4 comparable brand revenue +3.2%, operating margin 20.3%, and Q4 EPS $3.04. Company launched Dormify, its tenth brand for students and young consumers, with Pick-Up Near Campus program leveraging 450+ retail stores. Board increased quarterly dividend 15%. Strong performance across all brands including Pottery Barn and West Elm.
Apr 16Goldman Sachs upgrades Williams-Sonoma to Buy with $218 PT; Q4 EPS $3.04 beats $2.89 consensus; April 17 dividend ex-date.Positive▶
Goldman Sachs upgraded Williams-Sonoma to Buy from Neutral on April 13, 2026, raising the price target to $218 from $185, implying 14% upside. The company reported Q4 2025 diluted EPS of $3.04, beating the consensus estimate of $2.89, though revenue of $2.357 billion missed the $2.417 billion forecast due to a 13-week quarter versus 14-week comparison. Comparable brand revenue increased 3.2% and operating margin expanded to 20.3%. The company announced a $0.76 cash dividend with an ex-date of April 17, 2026, and increased the quarterly dividend by 15%. Analysts' average 12-month price target is $209.71, representing 16.4% upside from current levels, with 14 analysts maintaining a Buy rating.
Apr 15Goldman Sachs upgrades Williams-Sonoma to Buy on valuation after 14% pullback from February highs.Positive▶
Goldman Sachs upgraded Williams-Sonoma to Buy from Neutral on April 13 with $218 target. Company promoted Aujsha Taylor to President of Rejuvenation. CFO Jeffrey Howie sold $267K in shares. Q4 2025 EPS of $3.04 beat $2.89 estimate though revenue missed. Declared $0.76 quarterly dividend.
Apr 14Goldman Sachs upgrades Williams-Sonoma to Buy on strong brand momentum and retail resilience.Positive▶
Goldman Sachs upgraded to Buy with $218 price target on April 13. Promoted Aujsha Taylor to President of Rejuvenation after doubling brand revenue. Fiscal 2026 guidance expects 2.7-6.7% revenue growth and 17.5-18.1% operating margins. Insider selling by CFO and EVP totaled ~$703K combined.
Apr 13Williams-Sonoma reports strong Q4 2025 with record FY EPS of $8.84; raises dividend 15% and increases FY26 guidance.Positive▶
Williams-Sonoma announced strong Q4 and FY 2025 results with Q4 comparable brand revenue +3.2%, operating margin 20.3%, and record full-year diluted EPS of $8.84. Raised quarterly dividend from $0.66 to $0.76 (15% increase). FY26 revenue guidance of +2.7% to +6.7%.
Apr 10Williams-Sonoma Dividend Raised 15% to $0.76; Strong Comparable SalesPositive▶
15% dividend increase to $0.76, extending 20-year streak. Q4 comparable brand revenue grew 3.2%, operating margin 20.3%.
Apr 9Williams-Sonoma reports Q4 results with 15% dividend increase and strong margin expansionPositive▶
Williams-Sonoma delivered Q4 2025 results with 20.3% operating margin and $3.04 diluted EPS. The company raised quarterly dividend by 15% to $0.76 per share. Management guides 2026 revenue growth of 2.7-6.7% with operating margin of 17.5-18.1%. Barclays raised price target from $180 to $186, and Citigroup raised from $188 to $208 on March 2026. Analyst consensus is Buy with $209.71 12-month target.
Apr 8Williams-Sonoma partners with Oakville Grocery to launch gourmet food collection; raises dividend 15%.Positive▶
WSM launched Oakville Grocery partnership for gourmet food. Raised dividend 15% and added $1B repurchase. Jefferies reiterated Buy. TD Cowen lowered PT to $225 on tariff headwinds.
Apr 7Williams-Sonoma Q4 Results Beat; 15% Dividend Increase; PT Raised to $186Positive▶
Williams-Sonoma reported strong Q4 2026 results with EPS of $3.04 beating consensus of $2.91. Company announced 15% quarterly dividend increase effective March 2026. Barclays raised price target to $186 from $180. Comparable brand revenue increased 3.2% with strong full-year guidance.
Apr 6Williams-Sonoma reports strong Q4 with 20.3% operating margin and record $8.84 fiscal 2025 EPS.Positive▶
Williams-Sonoma announced strong fourth quarter and fiscal 2025 results with Q4 comparable brand revenue of +3.2% and record diluted EPS of $8.84 for fiscal year 2025. Q4 operating margin reached 20.3% with diluted EPS of $3.04. The company unveiled a newly renovated Test Kitchen at headquarters in San Francisco for product innovation and content creation. Recent analyst activity includes Barclays raising price target from $180 to $186 (March 20) with equal weight rating, while TD Cowen lowered target from $250 to $225 (March 19) maintaining buy rating. Formidable Asset Management reduced its holdings by 33.2%.
Apr 3Williams-Sonoma raised quarterly dividend to $0.76 from $0.66 while analysts lowered Q1 2027 EPS estimates.Mixed▶
Zacks Research reduced Q1 2027 EPS estimates to $1.82 from $1.87 but raised forward guidance for FY2027 to $9.25. The company announced a 15% dividend increase to $0.76 per share. Evercore raised target from $200 to $210 (in-line) and Barclays from $180 to $186 (equal weight).
Apr 2Williams-Sonoma raises FY2027 earnings estimates to $9.25 on strong Q4 results; dividend raised 15%Positive▶
Williams-Sonoma announced strong Q4 FY2025 results with comparable brand revenue of +3.2%, operating margin of 20.3%, and diluted EPS of $3.04 on March 28, 2026. The company declared a quarterly dividend increase to $0.76 per share (15% increase from prior $0.66). Zacks Research raised FY2027 EPS estimate to $9.25, FY2028 to $10.25, and FY2029 to $11.42. Recent analyst price target updates include Barclays raising from $180 to $186 (equal weight) and TD Cowen lowering from $250 to $225 (buy rating). Royal Bank of Canada raised target to $214 (outperform).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WSMWILLIAMS | $180.05 | -0.64% | -0.8% | 17.9x | 1.58 | $21.6B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.